시스코 주식회사
MX ˙ BMV ˙ US8718291078
SecurityMX:SYY / Sysco Corporation
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership84,006 shares
Latest Disclosed Value $ 5,992,113
AE Wealth Management LLC reports 1.96% increase in ownership of SYY / Sysco Corporation

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 84,006 shares of Sysco Corporation (MX:SYY) valued at $5,992,113 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 82,395 shares of Sysco Corporation. This represents a change in shares of 1.96% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F SYSCO COM 871829107 84,006 1,611 1.96 5,992 -1.30 0.0010
2026-01-26 2025-12-31 13F SYSCO COM 871829107 82,395 2,806 3.53 6,072 -7.36 0.0348
2025-11-03 2025-09-30 13F SYSCO COM 871829107 79,589 60,680 320.91 6,553 357.61 0.0418
2025-08-06 2025-06-30 13F SYSCO COM 871829107 18,909 718 3.95 1,432 4.91 0.0105
2025-05-06 2025-03-31 13F SYSCO COM 871829107 18,191 -87,198 -82.74 1,365 -83.06 0.0115
2025-02-13 2024-12-31 13F SYSCO COM 871829107 105,389 88,044 507.60 8,058 495.49 0.0684
2024-11-14 2024-09-30 13F SYSCO COM 871829107 17,345 2,466 16.57 1,354 27.40 0.0123
2024-08-12 2024-06-30 13F SYSCO COM 871829107 14,879 2,399 19.22 1,062 4.84 0.0106
2024-05-15 2024-03-31 13F SYSCO COM 871829107 12,480 -25,072 -66.77 1,013 -64.10 0.0115
2024-02-14 2023-12-31 13F SYSCO COM 871829107 37,552 3,196 9.30 2,822 24.37 0.0144
2023-10-11 2023-09-30 13F SYSCO COM 871829107 34,356 1,207 3.64 2,269 -7.73 0.0136
2023-07-10 2023-06-30 13F SYSCO COM 871829107 33,149 7,302 28.25 2,460 23.20 0.0148
2023-04-14 2023-03-31 13F SYSCO COM 871829107 25,847 -1,964 -7.06 1,996 -6.11 0.0128
2023-01-31 2022-12-31 13F SYSCO COM 871829107 27,811 -70,408 -71.68 2,126 -69.39 0.0154
2022-10-25 2022-09-30 13F SYSCO COM 871829107 98,219 -39,472 -28.67 6,945 -40.46 0.0551
2022-08-03 2022-06-30 13F SYSCO COM 871829107 137,691 37,524 37.46 11,664 42.61 0.0933
2022-04-18 2022-03-31 13F SYSCO COM 871829107 100,167 16,458 19.66 8,179 24.40 0.0561
2022-01-20 2021-12-31 13F SYSCO COM 871829107 83,709 39,863 90.92 6,575 91.02 0.0458
2021-11-01 2021-09-30 13F SYSCO COM 871829107 43,846 3,342 8.25 3,442 9.30 0.0284
2021-07-21 2021-06-30 13F SYSCO COM 871829107 40,504 15,741 63.57 3,149 61.49 0.0275
2021-04-27 2021-03-31 13F SYSCO COM 871829107 24,763 -43 -0.17 1,950 5.86 0.0197
2021-02-01 2020-12-31 13F SYSCO COM 871829107 24,806 2,318 10.31 1,842 31.67 0.0209
2020-11-06 2020-09-30 13F SYSCO COM 871829107 22,488 -1,091 -4.63 1,399 8.53 0.0200
2020-08-05 2020-06-30 13F SYSCO COM 871829107 23,579 14,121 149.30 1,289 198.38 0.0199
2020-05-07 2020-03-31 13F SYSCO COM 871829107 9,458 -7,709 -44.91 432 -70.57 0.0099
2020-01-15 2019-12-31 13F SYSCO COM 871829107 17,167 6,426 59.83 1,468 72.10 0.0319
2019-11-05 2019-09-30 13F SYSCO COM 871829107 10,741 729 7.28 853 20.48 0.0246
2019-07-22 2019-06-30 13F SYSCO COM 871829107 10,012 3,821 61.72 708 71.43 0.0213
2019-05-14 2019-03-31 13F SYSCO COM 871829107 6,191 -707 -10.25 413 -4.40 0.0287
2019-02-14 2018-12-31 13F SYSCO COM 871829107 6,898 4 0.06 432 -14.46 0.0739
2018-11-13 2018-09-30 13F SYSCO COM 871829107 6,894 3,900 130.26 505 147.55 0.0278
2018-08-14 2018-06-30 13F SYSCO COM 871829107 2,994 2,994 204 0.0139
2018-05-14 2018-03-31 13F SYSCO COM 871829107 0 -3,527 -100.00 0 -100.00
2018-02-06 2017-12-31 13F SYSCO COM 871829107 3,527 3,527 214 0.0189
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.